As of Q1 2026, this manager reported 22 long-equity positions worth $484.29M in aggregate.
As of Q1 2026, David Rolfe's Wedgewood Partners held 22 long-equity positions with a reported value of $484.29M.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | Add +71.5% | 4.30% | 99,907 | $20.81M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| ZTS | ZOETIS INC | Add +8.4% | 2.77% | 113,541 | $13.42M | $118.21 | $113.29 - $132.49(26%)$125.92 -> $118.21 |
| PGR | PROGRESSIVE CORP | New | 3.41% | 83,352 | $16.52M | $198.24 | $196.38 - $217.39(9%)$212.12 -> $198.24 |
| TOL | TOLL BROTHERS INC | New | 2.49% | 88,275 | $12.05M | $136.47 | $129.92 - $168.36(17%)$135.58 -> $136.47 |